Integración de Zoho CRM con eInforma
¡Atención comunidad en Español! Hemos desarrollado un plugin gratuito para Zoho CRM que se integra automáticamente con eInforma.
Esto nos va a permitir, de manera automática, obtener información como las ventas del último balance, el número de empleados, el CNAE o la dirección fiscal.
Está información la vamos a sacar mediante el correo electrónico del lead, la web de la cuenta o el CIF de la cuenta.
Os invito que probéis la integración de manera gratuita y nos paséis vuestros comentarios en este hilo.
Marketplace USA
Marketplace Europa
Es importante que antes de instarlos el plugin os deis de alta en eInforma. Mediante este enlace podréis beneficiarios de 50 peticiones gratuitas al API de eInforma.
También os recomiendo que le echéis un vistazo al manual que hemos creado para ayudaros en la configuración y en el paso a paso de la integración.
¡Espero que le saquéis provecho!
Un saludo,
Oriol Serra Pujadas
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¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la
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email
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